Impact And Responsibilities
You will sit at the heart of our commercial engine, responsible for making sure our revenue teams have the data, processes, and tooling they need to perform at their best. This is a hands-on role that spans reporting, systems, and process improvement - you will be the person who turns raw data into clear insight and makes sure nothing falls through the gaps. On a day-to-day basis you will own the health and accuracy of HubSpot, ensuring pipeline data, deal ownership, and account status are kept up to date and can be trusted by the business.
- Build and maintain dashboards that give the sales team, the exec, and the board a clear, consistent view of revenue performance, covering pipeline, conversion rates, activity metrics, and forecast accuracy.
- Design and improve the processes that sit between sales, deal delivery, and customer success, identifying where handoffs break down, where data goes missing, and where automation can remove manual effort.
- Triage and qualify inbound leads before they reach the sales team, making sure Sales Managers are spending their time on the right opportunities.
- Lead scoring and qualification framework, continuously refining how inbound and outbound leads are prioritised and routed.
- Working closely with marketing, you will connect campaign performance to pipeline outcomes, helping both teams understand what activity is generating the right opportunities and where investment should be focused.
- You will also support sales forecasting and territory planning, giving the business a clear view of where to concentrate effort and resource to maximise growth.
- Over time you will help define and embed the metrics and KPIs that matter most to the business, building a single source of truth that the whole commercial team can work from.
Expectations
- Experience in a revenue operations, sales operations, or commercial analyst role, ideally within a SaaS, fintech, or financial services business.
- You may be earlier in your career but will have demonstrated a genuine curiosity for data and process, and a track record of making things work better.
- Be comfortable working in a CRM day to day - HubSpot experience is preferred but not essential, and a willingness to learn quickly matters more than having used a specific tool.
- Have a solid understanding of how a B2B sales pipeline works, including stages, conversion rates, and what good data hygiene looks like in practice.
- Be confident in Excel or Google Sheets, able to build and maintain reports, manipulate data sets, and present findings clearly. Exposure to BI tools such as Looker, Tableau, or Power BI is a bonus but not a requirement.
- Have some experience, or a strong understanding, of how lead scoring and qualification frameworks work and why they matter.
- Be comfortable working with marketing to understand campaign performance and will be able to make the connection between top of funnel activity and pipeline outcomes.
- Highly organised and proactive, with a natural instinct to spot gaps and fix them without being asked.
- You will be comfortable in a fast-moving environment and will thrive when given ownership of a problem rather than a list of tasks to complete.
- Experience in the legal sector or with regulated financial products is not expected at this level but would be a plus!
Our Promise: Shieldpay is an equal opportunities employer. For Shieldpay building a fair and transparent workforce begins with the recruitment process that does not discriminate on the grounds of gender, sexual orientation, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. We offer flexible working options, such as flexible hours and hybrid work, to support our employees' work-life balance
Shieldpay Limited: Regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Reference number 770210) as an authorised payments institution. Shieldpay is a company providing simple and transparent payment solutions across the legal, financial, and professional services industries. The firm offers Third-Party Managed Accounts, Escrow facilities and payment agent services.
Shieldpay Trust Services Limited: Registered with HMRC as a trust service provider (Reference XKML00000214627) and provides the services as a corporate trustee to the beneficiaries of the trust, established by deed, in connection with escrow transactions.
Registered Address for our Group Companies is 3rd Floor, 1 Ashley Road, Altrincham, Cheshire, WA14 2DT.
